Tax Manager - Small Business Tax - RIA

Back To Results Tax Manager - Small Business Tax - RIA Job Type Full-Time Regular Location Cleveland OH RIA Tax Manager, with a fast-growing northeast Ohio private wealth and investment firm, seeking to strengthen and expand their tax team; flexible office arrangements in both Akron and Cleveland. Relatively young management group of RIA advisors seeking tax advising experience for small-business owners ($1M to $30M), at least seven years of public accounting experience, who can commit to a full-time hybrid role of no more than 55 hours per week. The compensation quite competitive, and the ultimate opportunity for partnership if desired. Why Consider This Opportunity? Established client base and tax workload — focus on serving and advising clients rather than building a practice from scratch. Advisory-focused role — combine tax compliance with proactive tax planning and consulting. Integrated wealth management environment — collaborate directly with financial planning and investment professionals. Leadership opportunity — mentor and develop tax professionals while helping strengthen the firm's tax capabilities. Hybrid flexibility — work from the firm's Northeast Ohio locations with flexible office arrangements. More sustainable workload — peak tax-season hours are expected to remain at approximately 55 hours per week or less. Lucrative compensation and bonus plan. Potential equity opportunity for the right individual interested in long-term ownership. Key Skills and Competencies : Oversee client-focused tax planning, compliance, and advisory services. Role well suited for a experienced tax professional who wants to remain close to clients and technical work while mentoring younger tax team for service quality. Maintain solid client relationships on tax-related matters. Develop proactive tax planning strategies to help clients manage tax liabilities and support broader financial objectives. Collaborate with financial planning and investment management professionals to deliver coordinated client solutions. Duties: Maintain high standards for technical accuracy, regulatory compliance, and client service. Supervise, mentor, and develop tax managers and staff while providing technical guidance and performance feedback. Monitor changes in tax laws and regulations and communicate relevant implications to clients and internal team members. Support the continued growth and development of the tax practice. Help build the tax research and tax compliance expertise What You Need: Bachelor’s degree in Accounting. 7+ years in a CPA firm, financial services firm, or comparable tax environment. Some supervisory leadership experience Strong technical knowledge of individual, partnership, S corporation, trust, gift, federal, state, and local taxation. Experience managing tax engagements and client relationships. Some experience supervising and developing tax professionals. Strong written and verbal communication skills. Strong professional judgment, organization, and attention to detail. Ability to manage multiple priorities and make sound decisions in a client-service environment. Proficiency with Microsoft Office Suite. Active CPA license. Nice to Have: Experience serving privately held businesses and their owners. Experience with tax planning and consulting in addition to tax compliance. Experience working with financial planning, wealth management, or investment management professionals. Experience contributing to the growth or development of a tax practice. Experience with Thomson Reuters UltraTax CS and Practice CS . About the Organization: - Solid organization: independent Registered Investment Advisory firm serving the Cleveland–Akron market in Northeast Ohio with a significant track record of success for clients. - The mission? Impact the lives of clients, team members, and the community by delivering high-quality financial advice, personalized service, and an exceptional client experience. A client-centered, growth-oriented philosophy that brings together tax, financial planning, and investment management capabilities to serve clients more comprehensively. - The hours? working 55 hours during tax season is a maximum, not a minimum expectation. - Excellent career move? Today, we see CPA firms agreeing to VC and PE money that can change the expectations of the experienced professional tax accountant. This smaller growing firm will give you a positive collaborative professional environment, with more time for family, more control of your future, and yet an excellent compensation package. If you are an experienced CPA seeking to combine technical tax expertise, client leadership, and team development with a growing organization where tax services are a major feature of what they provide, and highly valued, let's talk. Know that this is a retained search with confidentiality a huge priority. If you are interested, send your resume to dan@dantoussant.com or 330-966-8789. Apply Processing...